Trupanion: Recovery Is Real, and the Story Is Narrower Now

Margins are healing, subscription economics remain solid, and the bet is getting simpler. By Benjamin Tan

May 5

1

April 2026

Most Investing Mistakes Are Not Analytical

It is more about how we think, react, and behave when uncertainty shows up. By Benjamin Tan.

Apr 1

2

March 2026

Trupanion: Mispriced Coverage

An under-the-radar insurer quietly restoring its bite. By Benjamin Tan

Mar 2

2

February 2026

Project 350K: A Review of My 2025 Traditional IRA Performance

What worked, what didn’t, and how I am adjusting for 2026. By Benjamin Tan

Feb 2

2

November 2025

The Trade Desk’s Existential Crossroads

Kokai advances TTD’s execution, but the growth story now meets reality. By Benjamin Tan

Nov 3, 2025

3

3

October 2025

REPOST: What is Quality?

Does "Quality" of management, earnings, and products give rise to a "Quality" investment? By Benjamin Tan

Oct 1, 2025

2

September 2025

Suit Yourself Is Now Out!

Now available for order across the US through Amazon, Barnes & Noble, and Bookshop.org. By Benjamin Tan.

Sep 9, 2025

2

1

August 2025

Life Time: A Small-Cap Bet on Stickiness, Scale, and Pricing Power

A wellness model with hard moat and meaningful white space. By Benjamin Tan.

Aug 11, 2025

1

July 2025

Early Praise for Suit Yourself and a Moment of Gratitude

A few words from early readers—and what this journey has meant to me. By Benjamin Tan

Jul 1, 2025

1

June 2025

Mid-Year Lessons from Project 350k

On pacing, personality, and portfolio missteps with my Traditional IRA account. By Benjamin Tan.

Jun 5, 2025

2

May 2025

Part 3 of 3: A 10-Year Project for My Traditional IRA account

The final part of the Project $350K series covering allocation plans for my Traditional IRA account. By Benjamin Tan.

May 5, 2025

2

April 2025

The Book is Coming (and Why I Wrote it)

A deal with Köehler Books was signed in 2024 and the manuscript is now going through the works. By Benjamin Tan

Apr 1, 2025

1